Files
sure/config/routes.rb
Max Barbare 700ad34eb1 feat: Introduce macOS app v0.1.0 (#2762)
* feat(desktop): scaffold Tauri 2 macOS shell with empty window

* feat(desktop): server store, URL normalization, and health-check helpers

* feat(desktop): IPC commands for server list/add/remove/health + active-server state

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* feat(desktop): native onboarding server picker with health check and remembered servers

* feat(desktop): vibrancy background, overlay titlebar, and inset traffic lights

* feat(desktop): native menu bar with standard shortcuts and menu events

* feat(desktop): webview→Rust bridge with native notifications

* fix(desktop): gate bridge injection on PageLoadEvent::Finished

Prevents double-injecting the bridge IIFE (once on Started, once on
Finished), which was duplicating every native notification.

* feat(desktop): Dock badge driven by webview attention count

* feat(desktop): launch-at-login autostart commands

* feat(desktop): sure:// deep link scheme with parse tests and navigation

* feat(desktop): preferences window with server switcher and launch-at-login

* docs(desktop): README for dev, release, signing/notarization, and deferred widget

* fix(desktop): remove dead New Window menu item

* fix(desktop): correct login route to /sessions/new

Rails uses `resources :sessions` (plural), so the login page is
/sessions/new, not the /session/new the plan assumed. Fixes an
immediate 404 when connecting to a server.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* feat(desktop): Sure-styled onboarding, draggable titlebar, and app content offset

- Restyle onboarding + prefs to match Sure's auth page: solid surface
  background, centered logomark, .form-field-style inputs, inverse primary
  button; theme-aware via prefers-color-scheme (design-system tokens).
- Add a draggable titlebar strip on bundled pages and inject one into the
  remote page so the window drags from the top everywhere.
- Inject a top offset on the logged-in app-layout root so the sidebar logo
  clears the macOS traffic lights.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* fix(desktop): de-dupe login navigation to prevent CSRF token/session race

connect() navigated to /sessions/new directly AND via the
active-server-changed event, which is also handled by a second listener
injected into the page by bridge.js. One connect fired multiple concurrent
GET /sessions/new requests, each minting a fresh session + CSRF token; the
form shown and the _sure_session finally stored could come from different
GETs, so the login POST failed 'Can't verify CSRF token authenticity'
intermittently. Route all navigation through a single window-level guard so
only the first request per server wins.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* fix(desktop): enable window drag permission; offset only the icon rail

- Add core:window:allow-start-dragging (+ show/set-focus, event emit/listen) to
  capabilities so data-tauri-drag-region actually drags the window on macOS.
- Offset only the 84px left icon rail (logomark) to clear the traffic lights
  instead of pushing the entire app-layout down; keep main content full-height.
- Drag strip z-index lowered below Sure's sticky headers so its controls stay
  clickable.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* feat(desktop): persist active server and resume session on launch

- Persist the active server to the Keychain in set_active_server; active_server
  falls back to it so a relaunch knows where to go.
- On launch, auto-resume straight to the last server instead of showing the
  picker every time.
- Navigate to the server root (not /sessions/new): Rails serves the dashboard
  when the session cookie is still valid, or redirects to login when not — so a
  persisted session no longer forces a re-login.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* feat: desktop SSO via system browser with PKCE code exchange

Passkeys/WebAuthn don't work in an embedded WKWebView, so SSO now runs in
the system browser and hands a session back to the app securely.

Server (Rails):
- GET /auth/desktop/:provider — stashes a PKCE S256 challenge, hands off to
  OmniAuth (reusing the mobile auto-submit form). Passkeys work (real browser).
- openid_connect — for a linked identity in a desktop flow, mints a single-use,
  2-min, PKCE-bound one-time code and redirects to sure://sso/callback?code=...
  (unlinked identities are sent back with an error).
- GET /sessions/desktop_exchange — verifies the code + PKCE verifier
  (secure_compare), single-use (cache delete), then create_session_for; MFA is
  enforced at exchange time. Sets the normal web session cookie in the webview.
- Tests: happy path + single-use, wrong-verifier rejection, missing challenge.

Desktop (Tauri):
- start_sso command: generates PKCE, opens the browser, stores the verifier.
- sure://sso/callback deep link -> webview navigates to desktop_exchange with
  the verifier (never sent through the deep link, so an intercepted code is
  useless).
- bridge.ts intercepts SSO provider form submits and routes them to start_sso;
  password login stays in the webview.
- remote.json capability: minimal IPC (drag, event bridge, prefs window,
  start_sso) for the remote Sure origin — no fs/shell/http.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* fix(desktop): correct remote IPC capability + handle menu in Rust + drag fallback

Root cause of prefs/switch-server/SSO/drag doing nothing on the logged-in
page: the remote-bridge capability's remote.urls ('https://*') did not match
the server origin, so all IPC (event listen, invoke, drag command) was denied.
Per Tauri v2, window.__TAURI__ is injected on remote pages only with
withGlobalTauri (set) AND a matching remote.urls; patterns need a path
wildcard.

- remote.json: urls -> https://*/**, http://*/** (+ bare host) so any server
  origin matches.
- menu.rs: Preferences and Switch Server now show the prefs window directly in
  Rust (no dependency on remote-page IPC); Switch Server moved from Window to
  the App menu.
- bridge.ts: drops the menu-event listeners (Rust owns them), adds a
  startDragging mousedown fallback for the drag strip, logs diagnostics, and
  reports start_sso success/failure to the console.
- main.ts: drops the now-unused menu listeners.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* fix(desktop): SSO via event (remote can't invoke commands), disk-backed server store

Diagnostics confirmed window.__TAURI__ + IPC work on the remote page, but a
remote origin cannot invoke custom commands ('start_sso not allowed. Plugin
not found'). Events are permitted, so SSO now goes through an event.

- SSO: bridge emits 'sure://start-sso'; Rust listens and runs begin_sso
  (opens the system browser). start_sso command kept for local use.
- servers: mirror the server list + active server to a JSON file in
  Application Support as a fallback — Keychain items don't persist for
  unsigned builds, which was wiping the saved server on relaunch.
- remote.json: add notification:default (Sure's PWA was requesting it and
  erroring).
- menu: log whether the prefs window is present when Preferences/Switch
  Server fire, to diagnose the no-op.
- main: log the persisted active server on boot.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* fix(desktop): drag the top band on every page via mousedown, not a z-indexed strip

The fixed drag strip sat below Sure's sticky headers (z-10) so it worked only
on pages without a top header. Replace it with a document-level mousedown in the
top ~34px that starts a window drag unless the target is an interactive element
— so dragging works on all pages, Sure's titlebar controls stay clickable, and
main content isn't pushed down.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* ci(desktop): tag-triggered GitHub Actions release for universal unsigned .dmg

- .github/workflows/desktop-release.yml: on a 'desktop-v*' tag, build the
  universal (Apple Silicon + Intel) .dmg on a macOS runner via tauri-action and
  publish it to a GitHub Release with unsigned-install instructions.
- README: universal build command, the tag-based release process, and the
  Gatekeeper 'Open Anyway' / xattr steps for end users.
- Drop the unused iOS/Android icon sets (macOS build only needs icon.icns).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* ci(desktop): rolling desktop-latest build on desktop/ changes, not manual tags

Replaces the manual desktop-v* tag release with a path-filtered workflow that
builds only when desktop/ changes on main and publishes to a single rolling
'desktop-latest' prerelease with a stable Sure.dmg filename — one permanent
download URL, and the file changes only when the desktop code does.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* ci(desktop): tag-driven versioned releases; tag is the single source of version

Revert to manual version tags (desktop-v*) for explicit version control, but
derive the app/.dmg version from the tag so package.json + tauri.conf.json are
synced automatically in CI — no manual version-file edits. Each tag produces its
own versioned GitHub Release with the universal unsigned .dmg.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* ci(desktop): release entirely from GitHub via workflow_dispatch version input

Make the GitHub Action the single tool to version + deploy the desktop app:
Run workflow -> enter a version -> it syncs the version, builds the universal
unsigned .dmg, and creates the desktop-v<version> tag + Release. Refuses to
re-release an existing version; marks pre-release versions accordingly. Tag
push (desktop-v*) still works as a secondary trigger.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* ci(desktop): publish releases with make_latest:false so they don't hijack the repo's Latest badge

Desktop is a secondary artifact, not the main product. Build with tauri-action,
then publish via action-gh-release with make_latest:false so the repo's 'Latest
release' badge stays on the main app's v* release. Separate desktop-v* tag
namespace already keeps it out of the v* publish workflow.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* fix(desktop): address PR review feedback (security + correctness)

Security:
- workflow: pass workflow_dispatch version via env (no shell injection); pin all
  third-party actions to commit SHAs.
- SSO: gate deep-link navigation and begin_sso to servers the user has saved
  (is_known_server), so a rogue page/deep link can't drive them.
- desktop_exchange is now POST (verifier in body, not URL/logs); CSRF skipped
  since the single-use PKCE code is the protection.
- desktop_sso_start validates the code_challenge is a 43-char base64url digest.
- desktop_exchange claims the one-time code atomically (delete-and-check) to
  close the read/delete TOCTOU.
- failure: return desktop SSO errors to the app via sure://sso/callback?error.

Correctness / stability:
- prefs window hides on close instead of being destroyed, so the menu can
  reopen it.
- servers.rs: on-disk store is authoritative (file-first read), atomic writes
  (temp + rename).
- main.ts/prefs.ts: try/catch around add/set/remove/active_server and boot; add
  a shared serverErrorMessage helper (no duplicated substring checks).
- vite.config.ts: derive dir from import.meta.url (ESM has no __dirname).
- bridge.ts: coalesce MutationObserver scans to one per frame.
- README: notarization example uses the universal .dmg name.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* fix(desktop): scope remote IPC to server origins at runtime, drop wildcard capability

Resolves the remaining security finding: the static remote.json granted Tauri
IPC to any http(s) origin (https://*). Remove it and instead add a capability
scoped to each server's exact origin at runtime (CapabilityBuilder +
add_capability), granting only the minimal permissions the bridge needs, for
saved/active servers on startup and for the target in set_active_server. No
origin outside the user's configured servers can access IPC.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* fix(desktop): add runtime per-origin IPC capability (grant_server_capability)

Implements the runtime-scoped capability that replaces the removed wildcard
remote.json: CapabilityBuilder scoped to each server's exact origin, added via
add_capability for saved/active servers at startup and in set_active_server.
(Split from the previous commit, which only recorded the remote.json removal.)

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* ci(desktop): harden release workflow (no shared caches, environment gate)

Address two release-workflow security findings:
- Remove cache: npm and the swatinem/rust-cache step so a poisoned Actions
  cache written by another workflow can't flow into a published .dmg (P0).
- Add 'environment: release' to the build job so publishing can require manual
  approval and scope secrets to release runs (P1).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf

* fix(desktop): remove transparency code and fix relaunch behavior

* fix(desktop): fix PR review findings; adjust app notarization path, use Sure theme tokens instead of hardcoding values

* ci(desktop): switch release from independant versioning to using Sure's publishing workflow, releasing and versioning with every main app release

* fix(desktop): restrict CSP as much as possible while maintaining functionality; allow bundled scripts, Tauri IPC, inline styles; deny wildcards

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-26 07:44:06 +02:00

839 lines
23 KiB
Ruby

require "sidekiq/web"
require "sidekiq/cron/web"
Rails.application.routes.draw do
resources :questrade_items, only: [ :index, :new, :create, :show, :edit, :update, :destroy ] do
collection do
get :preload_accounts
get :select_accounts
post :link_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :setup_accounts
post :complete_account_setup
end
end
resources :indexa_capital_items, only: [ :index, :new, :create, :show, :edit, :update, :destroy ] do
collection do
get :preload_accounts
get :select_accounts
post :link_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :setup_accounts
post :complete_account_setup
end
end
resources :mercury_items, only: %i[index new create show edit update destroy] do
collection do
get :preload_accounts
get :select_accounts
post :link_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :setup_accounts
post :complete_account_setup
end
end
resources :wise_items, only: %i[index new create show edit update destroy] do
collection do
get :select_profiles
post :link_profiles
get :select_accounts
post :link_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :setup_accounts
post :complete_account_setup
end
end
resources :brex_items, only: %i[index new create show edit update destroy] do
collection do
get :preload_accounts, to: "brex_items/account_flows#preload_accounts"
get :select_accounts, to: "brex_items/account_flows#select_accounts"
post :link_accounts, to: "brex_items/account_flows#link_accounts"
get :select_existing_account, to: "brex_items/account_flows#select_existing_account"
post :link_existing_account, to: "brex_items/account_flows#link_existing_account"
end
member do
post :sync
get :setup_accounts, to: "brex_items/account_setups#setup_accounts"
post :complete_account_setup, to: "brex_items/account_setups#complete_account_setup"
end
end
resources :coinbase_items, only: [ :index, :new, :create, :show, :edit, :update, :destroy ] do
collection do
get :preload_accounts
get :select_accounts
post :link_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :setup_accounts
post :complete_account_setup
end
end
resources :binance_items, only: [ :index, :new, :create, :show, :edit, :update, :destroy ] do
collection do
get :select_accounts
post :link_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :setup_accounts
post :complete_account_setup
end
end
resources :kraken_items, only: [ :create, :update, :destroy ] do
collection do
get :select_accounts
post :link_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :setup_accounts
post :complete_account_setup
end
end
resources :snaptrade_items, only: [ :index, :show, :destroy ] do
collection do
get :preload_accounts
get :select_accounts
get :select_existing_account
post :link_existing_account
get :callback
get :oauth_authorize
get :oauth_callback
end
member do
post :sync
get :connect
get :setup_accounts
post :complete_account_setup
get :connections
delete :delete_connection
end
end
resources :ibkr_items, only: [ :create, :update, :destroy ] do
collection do
get :select_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :setup_accounts
post :complete_account_setup
end
end
resources :trading212_items, only: [ :create, :update, :destroy ] do
collection do
get :select_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :setup_accounts
post :complete_account_setup
end
end
# CoinStats routes
resources :coinstats_items, only: [ :index, :new, :create, :update, :destroy ] do
collection do
post :link_wallet
post :link_exchange
end
member do
post :sync
end
end
resources :enable_banking_items, only: [ :new, :create, :update, :destroy ] do
collection do
get :callback
post :link_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :select_bank
post :authorize
post :reauthorize
get :setup_accounts
post :complete_account_setup
post :new_connection
end
end
get ".well-known/oauth-protected-resource", to: "oauth_metadata#protected_resource"
get ".well-known/oauth-authorization-server", to: "oauth_metadata#authorization_server"
post "register", to: "oauth_registration#create"
use_doorkeeper
# MFA routes
resource :mfa, controller: "mfa", only: [ :new, :create ] do
get :verify
post :verify, to: "mfa#verify_code"
post :webauthn_options
post :verify_webauthn
delete :disable
end
mount Lookbook::Engine, at: "/design-system" unless Rails.env.production?
if Rails.env.development?
mount Rswag::Api::Engine => "/api-docs"
mount Rswag::Ui::Engine => "/api-docs"
end
# Break-glass queue tooling. Development mounts it open for convenience;
# everywhere else (production, staging, test) the route only exists for a
# signed-in super admin — see app/constraints/super_admin_constraint.rb.
# An optional basic-auth second layer can be enabled via SIDEKIQ_WEB_USERNAME
# and SIDEKIQ_WEB_PASSWORD (config/initializers/sidekiq.rb).
if Rails.env.development?
mount Sidekiq::Web => "/sidekiq"
else
constraints SuperAdminConstraint.new do
mount Sidekiq::Web => "/sidekiq"
end
end
# AI chats
resources :chats do
resources :messages, only: :create do
member do
# Client-side watchdog reports a "Thinking…" bubble that never received
# a response (e.g. the background worker is down) so it can be failed.
post :report_timeout
end
end
member do
post :retry
end
end
resources :family_exports, only: %i[new create index destroy] do
member do
get :download
post :cancel
end
end
resources :syncs, only: [] do
member do
post :cancel
end
end
get "exports/archive/:token", to: "archived_exports#show", as: :archived_export
get "changelog", to: "pages#changelog"
get "feedback", to: "pages#feedback"
patch "dashboard/preferences", to: "pages#update_preferences"
resource :current_session, only: %i[update]
resource :registration, only: %i[new create]
resources :sessions, only: %i[index new create destroy]
# Desktop app SSO: opens the flow in the system browser (so passkeys/WebAuthn
# work), then hands a single-use, PKCE-bound code back via the sure:// scheme
# which the desktop webview exchanges for a normal web session.
post "/sessions/desktop_exchange", to: "sessions#desktop_exchange", as: :desktop_sso_exchange
get "/auth/desktop/:provider", to: "sessions#desktop_sso_start"
get "/auth/mobile/:provider", to: "sessions#mobile_sso_start"
match "/auth/:provider/callback", to: "sessions#openid_connect", via: %i[get post]
match "/auth/failure", to: "sessions#failure", via: %i[get post]
get "/auth/logout/callback", to: "sessions#post_logout"
resource :oidc_account, only: [] do
get :link, on: :collection
post :create_link, on: :collection
get :new_user, on: :collection
post :create_user, on: :collection
end
resource :password_reset, only: %i[new create edit update]
resource :password, only: %i[edit update]
resource :email_confirmation, only: :new
resources :users, only: %i[update destroy] do
delete :reset, on: :member
delete :reset_with_sample_data, on: :member
patch :rule_prompt_settings, on: :member
get :resend_confirmation_email, on: :member
end
resource :onboarding, only: :show do
collection do
get :preferences
get :goals
get :trial
end
end
namespace :settings do
resource :profile, only: [ :show, :destroy ]
resource :preferences, only: %i[show update]
resource :appearance, only: %i[show update]
resource :debug, only: :show
resource :background_jobs, controller: "background_jobs", only: :show do
post :cancel
end
resource :hosting, only: %i[show update] do
delete :clear_cache, on: :collection
delete :disconnect_external_assistant, on: :collection
end
resource :payment, only: :show
resource :security, only: :show
resources :webauthn_credentials, only: %i[create destroy] do
post :options, on: :collection
end
resources :sso_identities, only: :destroy
resources :api_keys, only: [ :index, :show, :new, :create, :destroy ]
resource :mcp, controller: "mcp", only: :show do
delete "tokens/:token_id", to: "mcp#revoke", as: :revoke_token
end
resource :ai_prompts, only: :show
resource :llm_usage, only: :show
resource :guides, only: :show
get "bank_sync", to: redirect("/settings/providers", status: 301)
resource :providers, only: %i[show update] do
collection do
post :sync_all
post ":provider_key/sync", action: :sync, as: :sync_provider
get ":provider_key/connect_form", action: :connect_form, as: :connect_form
end
end
end
resource :subscription, only: %i[new show create] do
collection do
get :upgrade
get :success
end
end
resources :tags, except: :show do
resources :deletions, only: %i[new create], module: :tag
delete :destroy_all, on: :collection
end
namespace :category do
resource :dropdown, only: :show
end
resources :categories, except: :show do
resources :deletions, only: %i[new create], module: :category
get :merge, on: :collection
post :perform_merge, on: :collection
post :bootstrap, on: :collection
delete :destroy_all, on: :collection
end
resources :reports, only: %i[index] do
patch :update_preferences, on: :collection
get :export_transactions, on: :collection
get :google_sheets_instructions, on: :collection
get :print, on: :collection
get :picker, on: :collection
end
resources :budgets, only: %i[index show edit update], param: :month_year do
post :copy_previous, on: :member
get :picker, on: :collection
resources :budget_categories, only: %i[index show update]
end
resources :goals do
member do
patch :pause
patch :resume
patch :complete
patch :archive
patch :unarchive
patch :reopen
end
resources :pledges, only: %i[new create destroy], controller: "goal_pledges" do
member do
patch :renew
end
end
end
resources :family_merchants, only: %i[index new create edit update destroy] do
collection do
get :merge
post :perform_merge
post :enhance
end
end
get :exchange_rate, to: "exchange_rates#show"
resources :transfers, only: %i[new create destroy show update] do
member do
post :mark_as_recurring
end
end
resources :imports, only: %i[index new show create update destroy] do
member do
post :publish
put :revert
put :apply_template
post :cancel
end
resource :upload, only: %i[show update], module: :import
resource :configuration, only: %i[show update], module: :import
resource :clean, only: :show, module: :import
resource :confirm, only: :show, module: :import
resource :qif_category_selection, only: %i[show update], module: :import
resources :rows, only: %i[show update], module: :import
resources :mappings, only: :update, module: :import
end
resources :holdings, only: %i[index new show update destroy] do
member do
post :unlock_cost_basis
patch :remap_security
post :reset_security
post :sync_prices
end
end
resources :trades, only: %i[show new create update destroy] do
member do
post :unlock
end
end
resources :valuations, only: %i[show new create update destroy] do
post :confirm_create, on: :collection
post :confirm_update, on: :member
end
namespace :transactions do
resource :bulk_deletion, only: :create
resource :bulk_update, only: %i[new create]
resource :categorize, only: %i[show create] do
patch :assign_entry, on: :collection
get :preview_rule, on: :collection
end
end
resources :transactions, only: %i[index new create show update destroy] do
resource :split, only: %i[new create edit update destroy]
resource :transfer_match, only: %i[new create]
resource :pending_duplicate_merges, only: %i[new create]
resource :category, only: :update, controller: :transaction_categories
resources :attachments, only: %i[show create destroy], controller: :transaction_attachments
collection do
delete :clear_filter
patch :update_preferences
end
member do
get :convert_to_trade
post :create_trade_from_transaction
post :mark_as_recurring
post :merge_duplicate
post :dismiss_duplicate
post :unlock
patch :tags, action: :update_tags
end
end
resources :recurring_transactions, only: %i[index destroy] do
collection do
match :identify, via: [ :get, :post ]
match :cleanup, via: [ :get, :post ]
patch :update_settings
end
member do
match :toggle_status, via: [ :get, :post ]
end
end
resources :insights, only: %i[index] do
collection do
post :refresh
end
member do
patch :dismiss
patch :undismiss
end
end
resources :accountable_sparklines, only: :show, param: :accountable_type
direct :entry do |entry, options|
if entry.new_record?
route_for entry.entryable_name.pluralize, options
else
route_for entry.entryable_name, entry, options
end
end
resources :rules, except: :show do
member do
get :confirm
post :apply
end
collection do
delete :destroy_all
get :confirm_all
post :apply_all
post :clear_ai_cache
end
end
resources :accounts, only: %i[index new show destroy], shallow: true do
member do
post :sync
get :sparkline
patch :toggle_active
patch :toggle_exclude_from_reports
patch :set_default
patch :remove_default
get :select_provider
get :confirm_unlink
delete :unlink
end
collection do
post :sync_all
end
resource :sharing, only: [ :show, :update ], controller: "account_sharings"
end
resources :account_statements, only: %i[index show create update destroy] do
member do
patch :link
patch :unlink
patch :reject
end
end
# Convenience routes for polymorphic paths
# Example: account_path(Account.new(accountable: Depository.new)) => /depositories/123
direct :edit_account do |model, options|
route_for "edit_#{model.accountable_name}", model, options
end
resources :depositories, only: %i[new create edit update]
resources :investments, only: %i[new create edit update]
resources :properties, only: %i[new create edit update] do
member do
get :balances
patch :update_balances
get :address
patch :update_address
end
end
resources :vehicles, only: %i[new create edit update]
resources :credit_cards, only: %i[new create edit update]
resources :loans, only: %i[new create edit update]
resources :cryptos, only: %i[new create edit update]
resources :other_assets, only: %i[new create edit update]
resources :other_liabilities, only: %i[new create edit update]
resources :securities, only: :index
resources :invite_codes, only: %i[index create destroy]
resources :invitations, only: [ :new, :create, :destroy ] do
get :accept, on: :member
end
# API routes
namespace :api do
namespace :v1 do
# Authentication endpoints
post "auth/signup", to: "auth#signup"
post "auth/login", to: "auth#login"
post "auth/refresh", to: "auth#refresh"
post "auth/sso_exchange", to: "auth#sso_exchange"
post "auth/sso_link", to: "auth#sso_link"
post "auth/sso_create_account", to: "auth#sso_create_account"
patch "auth/enable_ai", to: "auth#enable_ai"
# Production API endpoints
resources :accounts, only: [ :index, :show ]
resources :balances, only: [ :index, :show ]
resources :budgets, only: [ :index, :show ]
resources :budget_categories, only: [ :index, :show ]
resources :categories, only: [ :index, :show, :create ]
resources :merchants, only: [ :index, :show, :create ]
resources :rules, only: [ :index, :show ]
resources :rule_runs, only: [ :index, :show ]
resources :securities, only: [ :index, :show ]
resources :security_prices, only: [ :index, :show ]
resources :tags, only: [ :index, :show, :create, :update, :destroy ]
resources :transactions, only: [ :index, :show, :create, :update, :destroy ]
resources :trades, only: [ :index, :show, :create, :update, :destroy ]
resources :holdings, only: [ :index, :show ]
resources :transfers, only: [ :index, :show ]
resources :rejected_transfers, only: [ :index, :show ]
resources :valuations, only: [ :index, :create, :update, :show ]
resources :recurring_transactions, only: [ :index, :show, :create, :update, :destroy ]
resources :family_exports, only: [ :index, :show, :create ] do
get :download, on: :member
end
resources :imports, only: [ :index, :show, :create ] do
post :preflight, on: :collection
get :rows, on: :member
end
resources :import_sessions, only: [ :show, :create ] do
post :chunks, on: :member, action: :create_chunk
post :publish, on: :member
end
resource :usage, only: [ :show ], controller: :usage
resource :balance_sheet, only: [ :show ], controller: :balance_sheet
resource :family_settings, only: [ :show ], controller: :family_settings
post :sync, to: "sync#create", as: :sync_job
resources :syncs, only: [ :index, :show ] do
get :latest, on: :collection
end
resources :provider_connections, only: [ :index ]
resources :chats, only: [ :index, :show, :create, :update, :destroy ] do
resources :messages, only: [ :create ] do
post :retry, on: :collection
end
end
get "users/reset/status", to: "users#reset_status"
delete "users/reset", to: "users#reset"
delete "users/me", to: "users#destroy"
# Test routes for API controller testing (only available in test environment)
if Rails.env.test?
get "test", to: "test#index"
get "test_not_found", to: "test#not_found"
get "test_family_access", to: "test#family_access"
get "test_scope_required", to: "test#scope_required"
get "test_multiple_scopes_required", to: "test#multiple_scopes_required"
end
end
end
resources :currencies, only: %i[show]
resources :impersonation_sessions, only: [ :create ] do
post :join, on: :collection
delete :leave, on: :collection
member do
put :approve
put :reject
put :complete
end
end
resources :plaid_items, only: %i[new edit create destroy] do
collection do
get :select_existing_account
post :link_existing_account
end
member do
post :sync
end
end
resources :simplefin_items, only: %i[index new create show edit update destroy] do
collection do
get :select_existing_account
post :link_existing_account
end
member do
post :sync
post :balances
get :setup_accounts
post :complete_account_setup
post :dismiss_replacement_suggestion
end
end
resources :lunchflow_items, only: %i[index new create show edit update destroy] do
collection do
get :preload_accounts
get :select_accounts
post :link_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :setup_accounts
post :complete_account_setup
end
end
resources :redbark_items, only: %i[create update destroy] do
collection do
get :select_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :setup_accounts
post :complete_account_setup
end
end
resources :akahu_items, only: %i[index new create show edit update destroy] do
collection do
get :preload_accounts
get :select_accounts
post :link_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :setup_accounts
post :complete_account_setup
end
end
resources :up_items, only: %i[index new create show edit update destroy] do
collection do
get :preload_accounts
get :select_accounts
post :link_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :setup_accounts
post :complete_account_setup
end
end
resources :sophtron_items, only: %i[index new create show edit update destroy] do
collection do
get :preload_accounts
get :select_accounts
post :link_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :connect_institution
post :sync
post :toggle_manual_sync
post :balances
get :connection_status
post :submit_mfa
get :setup_accounts
post :complete_account_setup
end
end
namespace :webhooks do
post "plaid"
post "plaid_eu"
post "stripe"
end
get "redis-configuration-error", to: "pages#redis_configuration_error"
# MCP server endpoint for external AI assistants (JSON-RPC 2.0)
post "mcp", to: "mcp#handle"
# Reveal health status on /up that returns 200 if the app boots with no exceptions, otherwise 500.
# Can be used by load balancers and uptime monitors to verify that the app is live.
get "up" => "rails/health#show", as: :rails_health_check
# Render dynamic PWA files from app/views/pwa/*
get "service-worker" => "pwa#service_worker", as: :pwa_service_worker, defaults: { format: :js }
get "manifest" => "pwa#manifest", as: :pwa_manifest, defaults: { format: :json }
get "imports/:import_id/upload/sample_csv", to: "import/uploads#sample_csv", as: :import_upload_sample_csv
privacy_url = ENV["LEGAL_PRIVACY_URL"].presence
terms_url = ENV["LEGAL_TERMS_URL"].presence
get "privacy", to: privacy_url ? redirect(privacy_url) : "pages#privacy"
get "terms", to: terms_url ? redirect(terms_url) : "pages#terms"
get "intro", to: "pages#intro"
# Admin namespace for super admin functionality
namespace :admin do
resources :sso_providers do
member do
patch :toggle
post :test_connection
end
end
resources :users, only: [ :index, :update ]
resources :invitations, only: [ :destroy ]
resources :families, only: [] do
member do
delete :invitations, to: "invitations#destroy_all"
end
end
end
# Defines the root path route ("/")
root "pages#dashboard"
end